Berman Capital Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $129K | Buy |
478
+105
| +28% | +$28.3K | 0.02% | 371 |
|
|
2021
Q2 | $105K | Buy |
373
+120
| +47% | +$33.8K | 0.02% | 374 |
|
|
2021
Q1 | $66K | Buy |
253
+3
| +1% | +$783 | 0.01% | 393 |
|
|
2020
Q4 | $51K | Buy |
250
+7
| +3% | +$1.43K | 0.01% | 405 |
|
|
2020
Q3 | $43K | Buy |
243
+3
| +1% | +$531 | 0.01% | 385 |
|
|
2020
Q2 | $35K | Buy |
240
+27
| +13% | +$3.94K | 0.01% | 406 |
|
|
2020
Q1 | $25K | Buy |
213
+87
| +69% | +$10.2K | 0.01% | 446 |
|
|
2019
Q4 | $19K | Sell |
126
-150
| -54% | -$22.6K | 0.01% | 559 |
|
|
2019
Q3 | $35K | Buy |
276
+35
| +15% | +$4.44K | 0.01% | 369 |
|
|
2019
Q2 | $29K | Buy |
241
+150
| +165% | +$18.1K | 0.01% | 419 |
|
|
2019
Q1 | $10K | Buy |
91
+7
| +8% | +$769 | ﹤0.01% | 672 |
|
|
2018
Q4 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 577 |
|